One Plus One Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

One Plus One Wealth Management’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-190,107	Closed	-$1.94M	–	95
2022 Q4	$1.94M	Buy	+190,107	New	+$2.2M	1.35%	24

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

One Plus One Wealth Management's PGX Position: Q1 2023 in Review

One Plus One Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 190,107 shares — an estimated $1.94M sold.

One Plus One Wealth Management first reported a position in PGX in Q4 2022 and held it in 1 quarter. The position peaked at $1.94M in Q4 2022. 470 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

One Plus One Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
One Plus One Wealth Management sold 190,107 Invesco Preferred ETF shares in Q1 2023, an estimated $1.94M.
One Plus One Wealth Management first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 1 quarter.
One Plus One Wealth Management's Invesco Preferred ETF position peaked at $1.94M in Q4 2022.
470 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on One Plus One Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.